Schrum Private Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Schrum Private Wealth Management’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,754	Closed	-$293K	–	140
2024 Q3	$293K	Buy	+6,754	New	+$281K	0.15%	131
2023 Q1	–	Sell	-10,186	Closed	-$315K	–	108
2022 Q4	$315K	Sell	10,186 -820	-7%	-$25.6K	0.37%	73
2022 Q3	$310K	Sell	11,006 -2,208	-17%	-$67.7K	0.39%	75
2022 Q2	$385K	Buy	+13,214	New	+$424K	0.44%	66

Other funds holding FCPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Schrum Private Wealth Management's FCPI Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q4 2024, closing a stake of 6,754 shares — an estimated $293K sold.

Schrum Private Wealth Management first reported a position in FCPI in Q2 2022 and held it in 4 quarters. The position peaked at $385K in Q2 2022. 45 funds tracked by Wall St. Rank hold FCPI as of Q4 2024.

Schrum Private Wealth Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q4 2024 after selling out during the quarter.
Schrum Private Wealth Management sold 6,754 Fidelity Stocks for Inflation ETF shares in Q4 2024, an estimated $293K.
Schrum Private Wealth Management first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 4 quarters.
Schrum Private Wealth Management's Fidelity Stocks for Inflation ETF position peaked at $385K in Q2 2022.
45 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.